ONEDIGITAL ASSET MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$762K
Discretionary
$762K
100% of AUM
Avg account
$12.9K
Accounts
59
Employees
3
Advisory reps
3

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
320608
Registered since
March 3, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Other
Client types
  • Other Investment Advisers100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Onedigital Asset Management is a small, LLC-structured advisory firm that acts primarily as a capital allocator and as a selector of third‑party managers. The firm signals a clear equity bias: its filings show a preference for exchange‑traded equities and separately managed equity strategies, and it reports being an active ESG investor, indicating ESG considerations are integrated into at least some portfolio decisions. Onedigital’s business model leans toward selecting and overseeing external advisers rather than running a broad roster of in‑house strategies. Operationally the firm reports relationships with other financial industry entities — including broker‑dealers, other investment advisers and insurance companies — which supports a distribution and manager‑selection orientation rather than a standalone long/short trading operation. Fee arrangements are listed as “other,” and the firm identifies itself as a capital allocator, which aligns with allocating client assets to external managers and funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • MICHAEL ESSELMAN

    Chief Investment OfficerCRD 5845345

  • DAVID ITO

    Chief Compliance OfficerCRD 6444780

Contacts

1 of 1
  • VINCENT MORRIS

    PresidentCRD 2444990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
11101 Switzer Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth